If you need to delete all of your tasks on a transaction, this can be done from within the property itself. You can also delete tasks that were added from a specific task template. This article goes over both options.

Important:

There is not a way to undo deleting a group of tasks, so we recommend not deleting them unless you truly have to. You should only delete tasks if you are certain that it will not impact other parts of the transaction.

Deleting All Tasks in the Transaction

The easiest way to delete all the tasks on a transaction is to go to the three bullet point lines and select Options.

Image shows the bullet point button below the Add Task button and to the left of Resync Dates. Options is the fourth choice in the dropdown.

This will take you to your task options where you can either delete all of the tasks on the transaction or delete them based on a specific template.

Image shows Task options with "Delete 'all' tasks" under it. Below that section is the option to "Delete all 'Template Name' tasks."

Another option is to go back to the property details, select Tasks, and click on All next to the Scheduled Tasks section. This also applies to the Unscheduled Tasks section if you have any tasks there.

Image shows the list of scheduled tasks which is under the bullet point button. All | None is to the right of "Scheduled."

You can see that all of the tasks were selected and you now have a number of choices at the bottom of your screen, which includes the ability to delete the selected tasks.

Image shows all tasks selected and five options at the bottom of the screen. From left to right, they are Options, Set Date, Color, Delete, X.

After you click on Delete, it will ask you to make sure you truly want to delete these tasks. If you accidentally delete your tasks, there is not a way to get them back so be sure this is the action you want to take.

Image shows the All Tasks button which is to the right of the Apply Template button. Directly below that are the different templates you have listed with the trash icon to the left of the template name.

Deleting Tasks From a Task Template in the Transaction

Much like deleting all of the tasks from a transaction, the same can be done for specific tasks that are assigned to the transaction from a template.

To do this, go to the Tasks section on the transaction and find All Tasks next to Apply Template. Click on All Tasks to see any task templates that are applied to the transaction. Next to the template name is a trash can icon you can click on to delete those tasks.